Jonathan Rogers
Barnegat,NJ
Summary
Motivated professional with strong relationship-building and account management skills. Experienced in customer onboarding, retention, and leveraging CRM tools like Salesforce and HubSpot to enhance client satisfaction and loyalty. Seeking a Customer Service Representative role to apply proven ability to support clients, increase retention, and deliver exceptional service while contributing to team success and growth.
Overview
11
11
years of professional experience
Work History
Customer Service Representative
Insurance Supermarket Inc.
06.2024 - Current
- Use Slack for internal communication. Salesforce to manage accounts, track interactions, and identify opportunities to increase retention and lifetime value.
- Proactively follow up with clients to ensure their evolving needs are met, increasing policy retention.
- Consistently met company standards and recognized as a top representative on multiple occasions.
- Cultivated an understanding of customer needs through active listening during interactions.
- Provided exceptional customer service to clients in fast-paced call center environment.
Contractor
Leaf Filter
08.2021 - 06.2024
- Remote
- Built a deep understanding of product offerings, features, and benefits to effectively communicate value proposition.
- Prioritized workflow and managed schedules to deliver completed projects under deadline.
- Coordinated and managed multiple client projects simultaneously, demonstrating strong organizational skills.
Customer Service Specialist
Symmetry Financial Group
03.2017 - 08.2021
- Delivered personalized client support from policy setup through follow-up and retention.
- Built long-term relationships by proactively checking in, identifying coverage gaps, and recommending policy updates.
- Leveraged CRM tools to manage leads, track renewals, and follow up on client interactions, contributing to strong customer loyalty.
- Remote
Customer Service Representative
Stoneworks LLC
08.2014 - 03.2017
- Handled all customer inquiries and issues, improving satisfaction and service delivery.
- Streamlined dispatch operations and appointment scheduling, improving turnaround time and service efficiency.
- Maintained a positive and professional demeanor in fast-paced, high-volume environments.
- Processed orders, returns, and exchanges in an accurate and efficient manner.
Education
B.S. - Health Studies
Monmouth University
West Long Branch, NJ01.2012
High School Diploma - undefined
Barnegat High School
Barnegat, NJ01.2008
Skills
- Customer Onboarding & Engagement
- Relationship Building & Retention
- CRM Proficiency: Salesforce, HubSpot
- Account Management & Upselling
- Cross-functional Collaboration
- KPI Tracking & Client Reporting
- Remote Communication & Support
- Call center experience
- Appointment scheduling
- Sales closing
- Building rapport
Timeline
Customer Service Representative
Insurance Supermarket Inc.
06.2024 - Current
Contractor
Leaf Filter
08.2021 - 06.2024
Customer Service Specialist
Symmetry Financial Group
03.2017 - 08.2021
Customer Service Representative
Stoneworks LLC
08.2014 - 03.2017
B.S. - Health Studies
Monmouth University
High School Diploma - undefined
Barnegat High School